SCHWAB STRATEGIC TR's ticker is SCHO and the CUSIP is 808524862. A total of 492 filers reported holding SCHWAB STRATEGIC TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $216,794 | -2.0% | 4,463 | -2.1% | 0.06% | +3.5% |
| Q4 2022 | $221,185 | -30.2% | 4,557 | -30.9% | 0.06% | -27.8% |
| Q3 2022 | $317,000 | +6.4% | 6,591 | +8.7% | 0.08% | +31.7% |
| Q2 2022 | $298,000 | +14.6% | 6,064 | +17.7% | 0.06% | +46.3% |
| Q4 2021 | $260,000 | -28.6% | 5,151 | -27.6% | 0.04% | -29.3% |
| Q3 2021 | $364,000 | -27.2% | 7,115 | -27.2% | 0.06% | -28.4% |
| Q2 2021 | $500,000 | -26.7% | 9,768 | -26.6% | 0.08% | -31.9% |
| Q1 2021 | $682,000 | +35.9% | 13,301 | +35.9% | 0.12% | +26.6% |
| Q4 2020 | $502,000 | – | 9,786 | – | 0.09% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Corrigan Financial, Inc. | 344,050 | $17,054,546 | 12.25% |
| Quantum Capital Management, LLC / NJ | 579,803 | $28,741,000 | 7.92% |
| MinichMacGregor Wealth Management, LLC | 226,718 | $11,224,000 | 7.40% |
| USAdvisors Wealth Management, LLC | 204,832 | $10,154,000 | 7.27% |
| Hilton Capital Management, LLC | 874,144 | $43,331,000 | 6.47% |
| Invst, LLC | 229,185 | $11,347,000 | 5.78% |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 165,178 | $8,187,000 | 5.02% |
| Allen Capital Group, LLC | 297,613 | $14,753,000 | 4.90% |
| JUNCTURE WEALTH STRATEGIES, LLC | 184,289 | $9,135,000 | 4.78% |
| Relaxing Retirement Coach | 312,837 | $15,502,000 | 4.65% |